瑞萬通博基金-亞太股票基金C(美元)

281.60美元1.27(0.45%)
2021/05/07更新
績效 / 
1月2.34%
3月7.31%
1年41.75%
晨星評等

基本資料

基金公司/總代理人
瀚亞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
亞太區不包括日本股票
基金家族
Vontobel Asset Management S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI AC Asia Pac Ex JPN NR USD
基金規模
542.84百萬截至 2021-05-07
年初至今報酬率
1.57%
殖利率
0.00
晨星評等
成立日期
2007-07-16

投資策略

本子基金目標為達成以美元計價之最高可能資本成長。

於考慮風險分散原則的同時,子基金主要投資於設址及/或主要業務活動於遠東及/或大洋洲(日本除外)之公司所發行之股票、股票型可轉讓有價證券及參與憑證等等。遠東在此是指馬來西亞、新加坡、南韓、泰國、印度、中國等之國家,但不包含日本。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Zhang Jin
  • 資歷 1年(2020-06-30 至今)
  • Jin Zhang has been a Portfolio Manager for Vontobel’s Quality Growth Boutique since 2016. He joined Vontobel Asset Management in November 2005 as a Senior Research Analyst. Since 2016, he has expanded his role to Portfolio Manager for the firm’s Emerging Markets and Asia Pacific Equity strategies. In addition to his portfolio management responsibilities, he continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Consumer Staples and Financials sectors. 
    
    Jin Zhang began his financial career in 2000 as an Equity Analyst at Lehman Brothers. Previously, he worked in the Finance Department of General Electric in China where he graduated from the Financial Management Program in 1998. 
    
    He received a Master of Business Administration in Financial Management from the MIT Sloan School of Management in Massachusetts and a Bachelor of Arts in Economics from Beijing University. Jin Zhang is a CFA® charterholder.
  • Bandsma Brian
  • 資歷 5年(2016-03-07 至今)
  • Mr. Brian Bandsma, Executive Director, Portfolio Manager, Senior Research Analyst 
    Mr. Bandsma joined Vontobel Asset Management, Inc., in November 2002 as a senior research analyst. Mr. Bandsma focuses on researching companies in the Information Technology, Financial, Telecom Services and Consumer Discretionary sectors. In 2013, in addition to his research responsibilities he was promoted to deputy portfolio manager of the Vontobel Far East Equity Strategy and became the lead portfolio manager of the strategy in 2016 while also becoming deputy portfolio manager on the firm’s Emerging Markets Equity Strategy. In addition to his portfolio management duties, Mr. Bandsma continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies. This is consistent with the investment team structure at Vontobel. Prior to joining Vontobel, Mr. Bandsma began his financial career in 1998 at Sanford C. Bernstein & Co where he was a senior associate and analyst until 2002. He received an M.B.A. in finance and accounting from NYU Stern School of Business and a B.A. in finance from Grand Valley State University.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
2.25%
最高管理費
2.65%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瀚亞證券投資信託股份有限公司
聯絡電話
(02)87586699
基金顧問地址
台北市信義區松智路1 號4 樓
基金顧問網址
www.eastspring.com.tw